Dashboard

The dashboard gives you a real-time snapshot of your portfolio, showing total holding value, total profit and loss, today's profit and loss, available margin, and more for quick insights.

This Section Contains :

What all is displayed under the Holdings section?

  • Go to the 'Discover' page.

  • You will land on the 'Dashboard page.'

  • The holdings section in the dashboard page displays the following fields: invested value, current value, your total profit and loss, and today's profit and loss (both in number and percentage).

  • Click on the arrow > and you can see 'Holding Overview.'

Under the holdings section, you can see a line chart, which shows the percentage you have invested in various capital market instruments like stocks, bonds, mutual funds (debt), and mutual funds (equity).

What is inter-app functionality?

Now you can access the following apps through Flip:

To access these apps,

  • Go to the 'Discover' page.

  • You will land on the 'Dashboard page.'

  • Just below the Holdings section, you can see the icons of various apps listed.

  • Click on the desired app to open it.

How do I apply for an IPO via Flip?

You can apply for IPO easily through Flip Mobile application. For this,

  • Login to Flip.

  • Click on the 'Discover' tab.

  • You will land on the dashboard page.

  • Scroll down to find the IPO button . Click on it.

  • You will be navigated to the MyGeojit app, from where you can easily apply for an IPO.

How to view my available margin and used margin?

  • Go to the 'Discover' page.

  • You will land on the 'Dashboard page.'

  • Scroll down to see the 'Margin' section.

  • Here you can see both available margin and used margin.

  • Click on the arrow > and you will land on the funds page.

How do I view my monthly P&L?

Know your profit and loss data month-wise.

  • Go to the 'Discover' page.

  • You will land on the 'Dashboard page.'

  • Scroll down and find the 'Monthly P&L' section.

  • You have the option to view the calendar "segment-wise" by clicking on the "drop-down menu" under Segment. You will see options such as "All," "Equity," "Futures & Options," "Currency," and "Commodity."

  • You can see your realized profit and loss marked in green and red, respectively.

  • The P&L data will be shown in a calendar format, where the day on which you have done a trade will be in green or red color, respective to the profit or loss you made. No color means no trade.

How to view order status?

  • Go to the 'Discover' page.

  • You will land on the 'Dashboard page.'

  • Scroll down and find the 'Orders' section.

  • You can see the number of orders you've made on that day and the status of the same—pending, executed, and other ( GTD/AMO).

  • Click on the arrow button > to access the comprehensive "Order Book" page.

How to access Recommendations?

Flip also provides insights into the "Fundamental" and "Technical" research recommendations from the past five days.

Contact Us

  • Go to the 'Discover' page.

  • You will land on the 'Dashboard page.'

  • Scroll down to the end of the page, and you will see our toll-free number to contact us in case of queries and WhatsApp link to directly chat with Geojit customer care agent.

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